Eqypt produces 670kbpd oil. Suez/Sumed pipeline moves ~3mbpd. So far no slowdown. Spare Saud capacity being brought into production. 8.2mbpd to 8.4 this year. Beijing's refinering may increase 7.5% this year. Sauds already said 10% more flow to China.
Ocean water flowing into Arctic Ocean from N Atlantic warmer today than in 2k years. Fram Strait 3-5F warmer in last 100 years.
NYC proposing phasing out dirtiest heating oils by '15. 1% of city buildings emit >85% of soot. Could prevent 200 deaths/yr.
PWER gone from 9th to 2nd (11%) in inverter market share in 2 years. SMA tops at 40%. $5.3B global mart in '10. Ribbon cut this morn at PWER's AZ plant. 350 jobs. 1GW capac by midyear.
Tyco getting into LEDs. Bridgelux to supply.
In Australia, some comm carriers experimenting with bundling utility services into cell, cable packs. TX, UK consumers already buying power from retailers. But who will repair the lines after a storm?
Brit Columbia Hydro about to roll out 1.8M smart meters. Speculation ITRI picks up the contract. IFXY then? $930M plan. Install to start this summer.
Armegeddon Solar. 5 employees. Designing lightweight hexagonal solar panel for simpler install, lower cost. Funds from Tyco, DuPont. 18% efficient cells come from Suniva. Cells encased in Teflon (DuPont). $6.50/W installed, $3.50-$4 after incentives, depending on state. 1kw increments. AC systems. About to begin UL testing.
Shell cutting 10 advanced fuel techs to 5 this year. Previous exit from Fischer-Tropsch. Now exiting Cellena algae demo in HI. While in Brazil, they're going 50-50 with Cosan into eth and sugar. Also working with login E in Canada for eth from straw/enzymes. And joint program with CDXS to develop enzymes for eth. CDXS last year raised $78M in IPO, market cap $500M.
In Wichita we have thieves stealing waste grease from Burger King.
And I am out of juice. Catch it up in the morn.
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